AWS
SLY

Atria Wealth Solutions’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Atria Wealth Solutions’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,508
Closed -$883K – 2024
2023
Q1 		$883K Sell
10,508
-94
-0.9% -$8.15K 0.01% 845
2022
Q4 		$872K Sell
10,602
-63
-0.6% -$5.25K 0.01% 812
2022
Q3 		$807K Sell
10,665
-1,203
-10% -$101K 0.01% 798
2022
Q2 		$950K Buy
11,868
+687
+6% +$59.3K 0.02% 717
2022
Q1 		$1.05M Buy
+11,181
New +$1.05M 0.02% 710

Other funds holding SLY

MC
Mathes Company New York $322M AUM 37.57% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Atria Wealth Solutions's SLY Position: Q2 2023 in Review

Atria Wealth Solutions sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 10,508 shares — an estimated $883K sold.

Atria Wealth Solutions first reported a position in SLY in Q1 2022 and held it in 5 quarters. The position peaked at $1.05M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Atria Wealth Solutions reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 10,508 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $883K.
  • Atria Wealth Solutions first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2022 and held it in 5 quarters.
  • Atria Wealth Solutions's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $1.05M in Q1 2022.
  • 3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Atria Wealth Solutions's 13F filing for Q2 2023, filed 3 Aug 2023.